What Should I Look For In A Financial Advisor?

by Invisor Last updated on July 29, 2016

With the recent release of the CRM2 mandating investment advisors to disclose all investment fees to their clients, there are some questions you should absolutely be asking your advisor to make sure you're working with someone who has your best interest in mind. 

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How To Financially Prepare For A Baby

by Invisor Last updated on July 27, 2016

Being a first-time parent is an exciting time, and the nine months leading up to the birth of your first child are filled with preparations to make sure he or she will have everything they need once they arrive. A large part of this preparation is financial, and it requires some adjustments to your budget. 

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Taking a look at CRM2: How much are you paying in investment fees?

by Invisor Last updated on July 20, 2016

On July 15, 2016, the CRM2 regulation or the Client Relationship Model – Version 2, which outlines the regulations to improve the disclosure of investment performance, charges, and compensation to clients, became effective in full after a 3 year phase-in period. Specifically, one of the CRM2 requirements that is now effective requires investment advisors to disclose all fees charged to clients directly or indirectly, including sales charges, trailing commissions, trading fees, and other charges.

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5 Tips For First Time Home Buyers

by Invisor Last updated on July 13, 2016

The housing market in Canada seems to be the craze these days, with millennials facing the challenge of finding affordable housing for their first home investment. To help make your house hunt a little easier, we share 5 tips for first time home buyers.

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Invisor | Market Update - June 2016

by Invisor Last updated on July 06, 2016

 On June 23, Britain voted to leave the European Union (EU), a move that has spurred volatility in global markets. As a member of the EU, Britain abides by European regulations, contributes to the European budget, and benefits from trade agreements and free movement of EU citizens. The Brexit stemmed from a smaller group of indivuals and their frustration in having to comply with these regulations, causing other political causes to join with the intention of limiting immigration.

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